Michael Mauboussin – Active Asset Management - [Invest Like the Best, EP.02]
Invest Like the Best with Patrick O'Shaughnessy
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Portfolio Construction Skills Amongst Active Managers
What do you think is the state of portfolio construction skill amongst active managers? And if you had to choose a method for how you wait a portfolio once you've made your selections, what would it be? Really, i'd like to do much more work on this. But let me just make mention one thing i found fascinating. We wrote a piece not too long aall called form fowls function. It was about how your organization should be structured in order to serve your edge.
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